Unity Software Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Unity Software Inc (U) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Unity Software Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 2,022M vs 1,867,026M combined for its competitors (0.1% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+8.1% annualized vs trailing 12 months), vs holding steady (+1.7%) for its tracked peer group.
- Growth: Unity Software Inc generated 23.9% revenue growth year over year in Q2 2026, vs 21.7% for its competitors combined.
- Profitability: Its -4.2% net margin compares with 48.0% for the peer group.
- Scale: Unity Software Inc ranks #30 of 255 companies by market capitalization in the Software & Programming industry, holding 0.3% of industry market cap.
- Peer revenue share: Unity Software Inc accounted for 0.1% of combined revenue among its tracked peer group, up from 0.1% a year earlier.
- Peer differentiation: Revenue per employee of $0.46M compares with $0.97M for the peer group (0.5x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
U Sales vs. its Competitors, Q2 2026
Unity Software Inc reported revenue growth of 23.93 % year on year in Q2 2026, above its competitors' combined revenue growth of 21.70 %.
With a net margin of -4.15 %, Unity Software Inc reported lower profitability than its competitors (48.01 %).
Unity Software Inc generated 0.11 % of the combined sales of its peer group, up from 0.11 % a year earlier.
Unity Software Inc vs. its Competitors, Q2 2026
Revenue growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in Unity Software Inc reports; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Unity Software Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Unity Software Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (7) | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (8) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (2) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Unity Software Inc's competitor groups requires a Commercial License.
For context: the Software & Programming industry grew revenue 16.7% year over year, combined, vs 23.9% for Unity Software Inc. Unity Software Inc's share of combined industry revenue moved from 0.16% to 0.17%, a gain of 0.01 percentage points.
Unity Software Inc's Competitor Quality Breadth
Group definitions: see Methodology: Performance Group Definitions.
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Unity Software Inc | No | Yes | Yes | No |
| Competitors combined (10) | ||||
| High-Confidence Competitors (8) | ||||
| Similar-Size Competitors (10) | ||||
| Similar Growth & Profitability (8) | 0.00 % (0 of 8) | 100.00 % (8 of 8) | 75.00 % (6 of 8) | 12.50 % (1 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
U Stock Performance relative to its Competitors
U Stock Performance relative to High-Confidence Competitors
U Stock Performance relative to Similar-Size Competitors
U Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Digital Turbine Inc | 282.9% | Outperformed |
| 2 | Vimeo Inc | 282.9% | Outperformed |
| 3 | Amazon com Inc | 282.9% | Outperformed |
| 4 | Microsoft Corporation | 282.9% | Outperformed |
| 5 | Meta Platforms Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Unity Software Inc's best-performing competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Unity Software Inc's Comment on Competition and Industry Peers
Publicly Traded Peers of Unity Software Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
 Unity Software Inc |
21,389.13 | 2,022.47 |
 Microsoft Corporation |
3,990,534.78 | 346,445.00 |
 Alphabet Inc |
3,484,560.32 | 471,097.00 |
 Amazon com Inc |
2,843,835.09 | 798,097.00 |
 Meta Platforms Inc |
1,556,870.84 | 241,607.00 |
 Applovin Corporation |
120,016.74 | 6,829.12 |
| SUBTOTAL | 12,023,030.11 | 1,869,465.22 |
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Sources: see Methodology: Peer & Competitor Identification, Sourcing.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Unity Software Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Unity Software Inc's Competitors Named by the Company
Competitive relationships identified from Unity Software Inc reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Digital Turbine Inc | Company report | 85% |
| Quantum X Labs Inc | Company report | 85% |
| Company report | 85% | |
| Applovin Corporation | Company report | 85% |
| Zspace Inc | Company report | 85% |
| Voodoo | Company report | 85% |
| Company report | 85% | |
| Tencent | Company report | 85% |
| Cocos2d-x (Chukong Technologies) | Company report | 85% |
| Microsoft | Company report | 85% |
| VBIX | Company report | 85% |
| Amazon | Company report | 85% |
| Godot | Company report | 85% |
| Unreal Engine (Epic Games) | Company report | 85% |
| Moloco | Company report | 85% |
| Chukong Technologies | Company report | 85% |
| Epic Games | Company report | 85% |
| Alphabet Inc | Company report | 85% |
Company report basis, confidence, active dates and source counts for Unity Software Inc's named competitors require a Commercial License.
Methodology: see Methodology: Peer & Competitor Identification, Sourcing.
Unity Software Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Microsoft Corporation | Agents and Infra 83.22 % |
| Alphabet Inc | Google Services 75.49 % |
| Amazon com Inc | North America 55.86 % |
| Meta Platforms Inc | Family of Apps 99.31 % |
| Applovin Corporation | Reportable 100.00 % |
Source: operating segment revenue as reported in each company's reports (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
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Unity Software Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Unity Software Inc | 21,389 | 458,403 | -132,779 |
| Microsoft Corporation | 3,990,535 | 1,553,565 | 639,601 |
| Alphabet Inc | 3,484,560 | 10,191,610 | 5,098,953 |
| Amazon com Inc | 2,843,835 | 506,407 | 85,520 |
| Meta Platforms Inc | 1,556,871 | 3,063,552 | 954,149 |
| Applovin Corporation | 120,017 | 7,604,815 | 4,910,860 |
| PEERS TOTAL | 12,001,641 | 966,727 | 306,479 |
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Unity Software Inc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent report. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Unity Software Inc | EMEA 31.95 % |
| Microsoft Corporation | US 53.60 % |
| Alphabet Inc | United States 53.05 % |
| Meta Platforms Inc | US & Canada 40.58 % |
| Applovin Corporation | United States 50.26 % |
| Vimeo Inc | United States 54.38 % |
Source: revenue geography as reported in each company's reports (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
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Unity Software Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 229 companies in Unity Software Inc's industry classification, broader than the peer set above. Market cap in millions of $.Unity Software Inc ranks #30 of 229 companies by market capitalization in its industry, holding 0.28 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 2,887, indicating a highly concentrated market structure (see Methodology: Market Structure & Concentration).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Microsoft Corporation | 3,994,286 | 52.72 % |
| 2 | Palantir Technologies Inc | 398,122 | 5.25 % |
| 3 | Oracle Corporation | 335,576 | 4.43 % |
| 4 | Sap Se | 320,485 | 4.23 % |
| 5 | Crowdstrike Holdings Inc | 1,234 | 5.2% |
| 6 | Full Truck Alliance Co Ltd | 1,234 | 5.2% |
| 7 | Shopify Inc | 1,234 | 5.2% |
| 8 | Salesforce Inc | 1,234 | 5.2% |
| 9 | Servicenow Inc | 1,234 | 5.2% |
| 10 | Adobe Inc | 1,234 | 5.2% |
| 30 | Unity Software Inc | 21,389 | 0.28 % |
Market cap and industry share for the rest of Unity Software Inc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-11-05.
Unity Software Inc's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 25 | Okta Inc | 30,605 | 99.94 % |
| 26 | Mongodb Inc | 24,975 | -13.42 % |
| 27 | Coreweave Inc | 24,057 | -60.79 % |
| 28 | Ptc Inc | 22,375 | 1.61 % |
| 29 | Rubrik Inc | 1,234 | 12.3% |
| 30 | Unity Software Inc | 21,389 | 31.84 % |
| 31 | Ss and c Technologies Holdings Inc | 1,234 | 12.3% |
| 32 | Gen Digital Inc | 1,234 | 12.3% |
| 33 | Tyler Technologies Inc | 1,234 | 12.3% |
| 34 | Nutanix Inc | 1,234 | 12.3% |
| 35 | Netease Inc | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Unity Software Inc's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-11-05. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Unity Software Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Software & Programming industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (442 companies). See the full Software & Programming industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 65.04 % | 50.50 % (avg) | +14.5 pp |
| Operating Margin | -30.04 % | industry median | -30.1 pp |
| EBITDA Margin | 15.94 % | 1.87 % (avg) | +14.1 pp |
| Capital Intensity (Capex / Revenue) | 0.91 % | 5.22 % (avg) | -4.3 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Unity Software Inc's Valuation vs Competitive Position
Valuation multiples vs the Software & Programming industry average (442 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Software & Programming industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | - | 40.4x | - |
| EV / EBITDA | 36.5x | 20.3x | +16.2x |
| P/B | 3.7x | 5.5x | -1.8x |
| Return on Equity | -18.78 % | industry aggregate | -43.95 % |
| Return on Invested Capital | -7.20 % | -3.23 % (avg) | -3.97 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Unity Software Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in company reports.| Metric | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|
| Revenue Growth | - | - | 25.26 % | 57.22 % | -17.13 % | 1.71 % |
| Operating Margin | - | -47.88 % | -63.42 % | -38.08 % | -41.67 % | -25.53 % |
| Return on Invested Capital | - | -11.24 % | -11.83 % | -8.38 % | -8.35 % | -5.18 % |
| P/E | - | - | - | - | - | - |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Unity Software Inc's Strategic Group Map
Unity Software Inc is shown in red; its closest peers by combined growth, margin and ROIC are labeled. See Methodology: Strategic Group Map for how this chart is built.
Unity Software Inc's trailing-12-month revenue growth of 13.7% and operating margin of -30.0% compares with an average of 14.6% growth and -28.0% margin across its 8 closest peers by combined growth, margin and ROIC -- Unity Software Inc sits below that peer average on growth and below it on margin.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Unity Software Inc's BCG Growth-Share Matrix
See Methodology: BCG Growth-Share Matrix for how relative share and growth are calculated and thresholded.
Unity Software Inc falls in the Question Mark quadrant: relative market share of 0.01x vs its largest competitor, in an industry growing revenue 11.3% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution. A caveat worth reading alongside this chart: Microsoft Corporation alone holds 53% of this industry's market cap. In an industry this dominated by one leader, the framework will place nearly every OTHER company in "Dog" or "Question Mark" purely because relative share is measured against that leader, regardless of how strong those other companies actually are on their own fundamentals. Check the Profitability, Valuation and Financial Strength sections above before treating this quadrant label as a verdict.
Unity Software Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | Low | Industry HHI of 2,887 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 0.91 % vs industry average 5.22 % (see Profitability & Cost Structure above) |
Note: see Methodology: Porter's Five Forces. Supplier power and buyer power are covered on Unity Software Inc's dedicated Suppliers and Customers pages, not here.
Unity Software Inc's Industry Attractiveness & Competitive Strength
See Methodology: GE/McKinsey Matrix for how the two axes are built.
Unity Software Inc falls in the Medium attractiveness / Medium strength cell: Selective.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Unity Software Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Latest-quarter revenue run-rate is accelerating (+8.1% annualized vs trailing 12 months).
- Outperforming the U.S.A. 500 over the trailing 12 months.
Weaknesses
- Operating margin 30.1 points below the industry median.
- Return on equity 44.0 points below the industry aggregate.
- Low relative market share vs the industry leader (0.01x).
Opportunities
- Industry revenue growing at a healthy 11.3% median pace.
Threats
- Industry dominated by Microsoft Corporation, holding 52.72 % of industry market cap.
Methodology: see Methodology: SWOT Analysis.
Unity Software Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Unity Software Inc | 1.53 | 2.08 | 0.72 |
| Microsoft Corporation | 0.16 | 1.27 | 0.10 |
| Alphabet Inc | 0.63 | 2.40 | 0.16 |
| Amazon com Inc | 0.35 | 1.06 | 0.25 |
| Meta Platforms Inc | 0.42 | 2.23 | 0.29 |
| Applovin Corporation | 1.93 | 3.52 | 1.54 |
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Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Unity Software Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Unity Software Inc | Q2 2026 | +23.9 % | - |
| Microsoft Corporation | Q3 2026 | +18.8 % | +32.0 % |
| Alphabet Inc | Q3 2026 | +24.7 % | -24.3 % |
| Amazon com Inc | Q3 2026 | +12.1 % | -2.4 % |
| Meta Platforms Inc | Q3 2026 | +26.1 % | +264.0 % |
| Applovin Corporation | Q2 2026 | +52.8 % | +54.6 % |
| PEERS TOTAL | +18.3 % | +7.9 % |
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Unity Software Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Unity Software Inc | Q2 2026 | -2.2 % | -43.2 % |
| Microsoft Corporation | Q3 2026 | +23.6 % | +103.0 % |
| Alphabet Inc | Q3 2026 | +24.3 % | +114.4 % |
| Amazon com Inc | Q3 2026 | +6.7 % | +20.1 % |
| Meta Platforms Inc | Q3 2026 | +45.2 % | +80.3 % |
| Applovin Corporation | Q2 2026 | +45.6 % | - |
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Unity Software Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Unity Software Inc | - | - | - |
| Microsoft Corporation | 20.01% | 23.87% | 34.15% |
| Alphabet Inc | 29.24% | 34.26% | 42.62% |
| Amazon com Inc | 13.23% | 18.74% | 26.71% |
| Meta Platforms Inc | 17.81% | 20.54% | 30.27% |
| Applovin Corporation | 59.64% | 72.22% | 193.10% |
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ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Unity Software Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Unity Software Inc | - | 10.58 |
| Microsoft Corporation | 27.99 | 11.52 |
| Alphabet Inc | 14.70 | 7.40 |
| Amazon com Inc | 21.02 | 3.56 |
| Meta Platforms Inc | 20.65 | 6.44 |
| Applovin Corporation | 27.41 | 17.57 |
| PEERS AVERAGE | 20.33 | 6.43 |
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P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.